Member Info for Tradeorlth

Just for my understanding, SNG efficacy in COVID is not proved. Does this mean COPD/ASTHMA are not worth pursuing ? Just trying to understand the value left before any further decision.

You need to research better. Let alone $19.He sold shed load and bought some for motivating PI's.

That he sold at high. Let's see if puts some good money back rather than Twitter ramping. I would say he is smart investor than CEO.

Pocketing the profit from offshore deals :).

Very nice article. This clearly shows true face of Michael Saylor. Unfortunately, as soon as share shoots up on LSE boards suddenly never heard researcher (a.k.a traders) start disseminating the knowledge. Those who buy the spike are stuck :(. PW selling was red flag (CEO/Directors would know the valuation better than anyone). Unfortunately, his twitter ramping is no good for people who have bought on spike. Hopefully, it works would well everyone.

I request every one to drop an email to NvS and team if they have any queries around license. I got below response to my queries (hardly anything). Being a LTH, I found it reliable to get information from management (Off course , if u trust them ).

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Hi Nick,

Hope you are well.I am a long term retail shareholder in ARC mineral since you have joined the board. As a long term holder, the thing that worries me most is the mud slinging that is happening on various forums about our licenses in Zambia. I am aware of the RNS that was released recently. The retail sentiment is ebbing due to this. I hope this will be covered in the upcoming AGM. Also, this year we hardly had any flow of drilling /assay news . Are we still facing logistic challenges (lab delay) ? The reason I ask this question is because we will be approaching the wet season soon. Thank you for your responses

Regards

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XXXXXX, we will update at the AGM.
Regards,
Nick

Good for you. I will definitely follow your exit strategy for other shares :) . At the moment, looking at your posting history you look to be only interested in ARCM.

I don't understand what is value addition of kopore deal unless ARCM wanted to avoid being a cash shell.This made sense if AA deal was for certain.Nonetheless,still believe in Geology and cooper.Lets hope it plays out well for LTH .

Still holding.I hope science wins in the end.I think this team of excellent doctors and PhD's have no regards for shareholders.Science is there which cannot be denied but these doctors have zero engagement skill.I have averaged down and hope it works for all LTH.

Been a LTH since NvS joined the company. Neither geology nor investigative skill is my forte. I better leave it to SeisNav and Ruffles respectively to deal with it.

I am letting my thinking go wild and ....:

(1) Would NvS and Remi like to get involved in such scandalous dealing ? NvS was a top executive at AA (working in Africa) and would be well aware of corruption in Zambia so he would have exercised caution. ?After all, NvS was CEO and Remi etc... This is the last thing they would do before their early retirement.

(2)When you are involved in Scandalous dealing you tend to be over defensive. In our case,NvS and team have only provided explanation on need only basis.

(3) As I remember, AA did a basic due diligence on the license. If they found some grave issues wouldn't they have pulled out from the deal. Now trolls might say "NvS and team don't care to inform shareholders"

(4) Do Rothschild want to tarnish their name with such scandalous dealing when they have not got single penny ?

(5) Going through David Woods CU:SC ratio theory and trying to understand SeisNavs theory,makes me excited.

Nonetheless,All the best for LTH and also to trolls.

Hazard of mining in a developed country. In UK, we will get lost ever with regulation etc etc and forget abt mine approval.

I would have agreed with ST's doomsday prediction if Teck/Glencore weren't on shareholder register. I am quite sure JM does have discussion with the majority holder. Also, Teck/Glencore are competent to protect their interest in HZM . How many times have Orion gone wrong ? I am firm believer if HZM flaunts Araguaia there would be potential buyer north of 10p. I am impressed with yesterday's ESG. I am quite sure all this is being done as a step towards debt finance (Last year it was released in August :) , a month earlier this time ).

Excellent Podcast done by the quality team. Most of AIM RNS would use words like Bonanza Grade, Attractive IRR etc etc ..investors are not given too much details. I really like the presentation and the IP co-relation . Yes, its a risk but ready to take it as it is explained by science rather than superlatives in the RNS.

Totally agree. Definitely, Market will appreciate HZM. Its just a matter of time, we had same lull period in GGP post Newcrest deal and then rest is history.JM is a decent man and only ramps through RNS :).

Totally agree with Major-Tom, let drill bit do the talking. Rest all is speculation. Disappointed with the share price. I still find it encouraging that talks between AA and ARCM have not ended. AA wouldn't mind paying twice or thrice :) based on bumper drill result (that's how so called risk averse big corporate work :)). Regarding legal case, as Remi mentioned in the Indaba there is lot of smoke so there should be a fire (in legal case, disgruntled Mumena/team who realised the potential are the fire).

May be Pension funds :

https://www.institutionalassetmanager.co.uk/2021/06/23/302362/new-research-reveals-pensions-funds-bullish-outlook-nickel

It looks we have new holders on the register (Courtesy : Stockopedia ). Not significant but every little helps :)

Shareholder Report date Holding Change % Held
Palos Management Inc. Apr 30, 2021 4.7m 1.2m 0.27
Rothschild & Co Asset Management Europe SCS Mar 31, 2021 7.3m 7.3m 0.43

Ditto iHowells. I believe next major upward trajectory would be when institutional investors start piling post financing.It makes sense as it would be actual realisation of those juicy financial figures combined with ESG.

https://www.thetimes.co.uk/article/britain-on-the-offensive-in-race-with-china-for-crucial-rare-earth-minerals-lff7sppng

Don't have an attitude of a loser. Go and have some background reading on "Cooper Porphyry". In future, you might be able to contribute in a constructive way. Really sickening to see some individuals deriving please from others loss.